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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,568 | $105,861-91.0% | $90,756-89.5% | $134,509-92.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.96% | -10.99%0pp | -12.16%+1.2pp | 418.13%-429.1pp |
| Employer contribution / active EE | $1,123 | $3,463-67.6% | $2,922-61.6% | $4,741-76.3% |
| Participant deferral / active EE | $2,758 | $5,217-47.1% | $4,565-39.6% | $6,400-56.9% |
| Admin fee / account holder | $79 | $13,938-99.4% | $8,445-99.1% | $11,427-99.3% |